Purchases and Sales Made in Q4 2025 in Phillips 66 (PSX)

PSX Quotes by TradingView

This table provides information about the institutional ownership of Phillips 66 (PSX) during Q4 2025. The information is specifically focused on institutions that hold shares of Phillips 66.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 09, 2026 Q4 2025
Sg Americas Securities, LLC

BUY
 -
277K
+ 2691.79%
$35.1M - $39.4M
287K $40.9M
Jan 15, 2026 Q4 2025
Btc Capital Management, Inc.

BUY
 -
23.5K
New
$2.97M - $3.34M
23.5K $3.34M
Jan 22, 2026 Q4 2025
Robeco Institutional Asset Management B.V.

BUY
 -
17.7K
+ 10.25%
$2.24M - $2.52M
190K $27.1M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
14K
+ 10.23%
$1.78M - $2M
151K $21.5M
Jan 15, 2026 Q4 2025
Royal Fund Management, LLC

BUY
 -
9.21K
+ 20.62%
$1.17M - $1.31M
53.9K $7.67M
Jan 21, 2026 Q4 2025
Oak Thistle LLC

BUY
 -
8.66K
New
$1.1M - $1.23M
8.66K $1.23M
Jan 20, 2026 Q4 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
8.14K
+ 389.1%
$1.03M - $1.16M
10.2K $1.46M
Jan 13, 2026 Q4 2025
Fort Washington Investment Advisors Inc

BUY
 -
7.49K
+ 3.19%
$949K - $1.07M
242K $34.5M
Jan 23, 2026 Q4 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
6.76K
+ 36.08%
$857K - $962K
25.5K $3.63M
Jan 13, 2026 Q4 2025
Dakota Wealth Management

BUY
 -
5.96K
+ 14.64%
$755K - $848K
46.7K $6.64M
Jan 15, 2026 Q4 2025
Allspring Global Investments Holdings, LLC

BUY
 -
4.41K
+ 3.27%
$558K - $627K
139K $19.8M
Jan 12, 2026 Q4 2025
Czech National Bank

Prague, 2N
BUY
 -
3.61K
+ 3.51%
$457K - $513K
106K $15.1M
Jan 08, 2026 Q4 2025
North Crest Asset Manangement, LLC

BUY
 -
3.48K
+ 14.76%
$441K - $496K
27.1K $3.85M
Jan 20, 2026 Q4 2025
Perpetual LTD

Sydney, New South Wales, C3
BUY
 -
3.01K
+ 114.75%
$382K - $429K
5.64K $802K
Jan 12, 2026 Q4 2025
Foster Group, Inc.

BUY
 -
2.88K
New
$365K - $410K
2.88K $410K
Jan 21, 2026 Q4 2025
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
2.74K
New
$347K - $389K
2.74K $389K
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
2.6K
+ 41.7%
$329K - $370K
8.83K $1.26M
Jan 14, 2026 Q4 2025
Elevatus Welath Management

Victor, NY
BUY
 -
2.54K
New
$322K - $362K
2.54K $362K
Jan 07, 2026 Q4 2025
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
2.25K
New
$285K - $320K
2.25K $320K
Jan 15, 2026 Q4 2025
Pfg Private Wealth Management, LLC

BUY
 -
2.21K
New
$280K - $314K
2.21K $314K
Jan 12, 2026 Q4 2025
Defender Capital, Llc.

BUY
 -
2.04K
New
$258K - $290K
2.04K $290K
Jan 14, 2026 Q4 2025
Petros Family Wealth, LLC

Bloomington, MN
BUY
 -
1.97K
+ 36.05%
$249K - $280K
7.42K $1.06M
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.81K
New
$230K - $258K
1.81K $258K
Jan 14, 2026 Q4 2025
Mor Wealth Management, LLC

Philadelphia, PA
BUY
 -
1.7K
New
$215K - $241K
1.7K $241K
Jan 08, 2026 Q4 2025
Threadgill Financial, LLC

BUY
 -
1.64K
New
$207K - $233K
1.64K $233K
Jan 14, 2026 Q4 2025
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
1.63K
+ 15.68%
$206K - $232K
12K $1.71M
Jan 21, 2026 Q4 2025
Franklin Street Advisors Inc

BUY
 -
1.59K
New
$202K - $226K
1.59K $226K
Jan 21, 2026 Q4 2025
Rathbones Group PLC

Liverpool, X0
BUY
 -
1.52K
+ 29.89%
$193K - $216K
6.61K $940K
Jan 12, 2026 Q4 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
1.38K
+ 1.61%
$175K - $196K
87K $12.4M
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.33K
+ 22.24%
$169K - $190K
7.33K $1.04M
Jan 15, 2026 Q4 2025
Trust CO

BUY
 -
1.32K
+ 400.3%
$167K - $187K
1.65K $234K
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
1.29K
+ 3.28%
$164K - $184K
40.6K $5.78M
Jan 22, 2026 Q4 2025
Ritholtz Wealth Management

BUY
 -
1.28K
+ 68.16%
$162K - $182K
3.16K $449K
Jan 16, 2026 Q4 2025
F&V Capital Management, LLC

BUY
 -
1.28K
+ 0.93%
$162K - $181K
138K $19.6M
Jan 15, 2026 Q4 2025
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
1.19K
New
$151K - $170K
1.19K $170K
Jan 14, 2026 Q4 2025
Northwest Wealth Management, LLC

BUY
 -
1.16K
+ 64.02%
$147K - $165K
2.98K $424K
Jan 23, 2026 Q4 2025
Transcend Capital Advisors, LLC

BUY
 -
1.1K
+ 22.3%
$140K - $157K
6.04K $859K
Jan 21, 2026 Q4 2025
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.04K
New
$131K - $148K
1.04K $148K
Jan 15, 2026 Q4 2025
Capital Advisors Inc

BUY
 -
995
+ 6.77%
$126K - $142K
15.7K $2.23M
Jan 16, 2026 Q4 2025
Capital Performance Advisors LLP

BUY
 -
979
+ 41.1%
$124K - $139K
3.36K $478K
Jan 08, 2026 Q4 2025
Teamwork Financial Advisors, LLC

BUY
 -
973
+ 49.85%
$123K - $138K
2.93K $416K
Jan 07, 2026 Q4 2025
Hilltop National Bank

Casper, WY
BUY
 -
964
+ 8.97%
$122K - $137K
11.7K $1.67M
Jan 06, 2026 Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
948
+ 10.69%
$120K - $135K
9.82K $1.4M
Jan 16, 2026 Q4 2025
Trust CO Of Vermont

BUY
 -
893
+ 19.57%
$113K - $127K
5.46K $776K
Jan 07, 2026 Q4 2025
Impact Capital Partners LLC

Greenwood Village, CO
BUY
 -
874
+ 10.5%
$111K - $124K
9.2K $1.31M
Jan 20, 2026 Q4 2025
Ascent Group, LLC

BUY
 -
768
+ 29.66%
$97.4K - $109K
3.36K $478K
Jan 14, 2026 Q4 2025
Wallington Asset Management, LLC

BUY
 -
759
+ 0.56%
$96.2K - $108K
137K $19.4M
Jan 16, 2026 Q4 2025
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
742
+ 200.54%
$94.1K - $106K
1.11K $158K
Jan 15, 2026 Q4 2025
J. Safra Sarasin Holding Ag

Basel, V8
BUY
 -
733
+ 15.04%
$92.9K - $104K
5.61K $798K

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